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# ![@RnaudBertrand Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::43061739.png) @RnaudBertrand Arnaud Bertrand

Arnaud Bertrand posts on X about china, tariffs, brazil, countries the most. They currently have XXXXXXX followers and XXX posts still getting attention that total XXXXXXX engagements in the last XX hours.

### Engagements: XXXXXXX [#](/creator/twitter::43061739/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::43061739/c:line/m:interactions.svg)

- X Week XXXXXXXXX +78%
- X Month XXXXXXXXXX -XXXX%
- X Months XXXXXXXXXXX +32%
- X Year XXXXXXXXXXX -XX%

### Mentions: XX [#](/creator/twitter::43061739/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::43061739/c:line/m:posts_active.svg)

- X Week XXX -XXXX%
- X Month XXX +30%
- X Months XXXXX +23%
- X Year XXXXX -XX%

### Followers: XXXXXXX [#](/creator/twitter::43061739/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::43061739/c:line/m:followers.svg)

- X Week XXXXXXX +0.23%
- X Month XXXXXXX +1%
- X Months XXXXXXX +17%
- X Year XXXXXXX +35%

### CreatorRank: XXXXXX [#](/creator/twitter::43061739/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::43061739/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::43061739/influence)
---

**Social category influence**
[countries](/list/countries)  #1786 [finance](/list/finance)  #620 [travel destinations](/list/travel-destinations)  #4750 [technology brands](/list/technology-brands)  XXXX% [stocks](/list/stocks)  XXXX% [social networks](/list/social-networks)  XXXX% [celebrities](/list/celebrities)  XXXX% [currencies](/list/currencies)  XXXX%

**Social topic influence**
[china](/topic/china) #97, [tariffs](/topic/tariffs) #49, [brazil](/topic/brazil) #300, [countries](/topic/countries) #385, [beijing](/topic/beijing) #246, [donald trump](/topic/donald-trump) #3387, [$6753t](/topic/$6753t) 2.44%, [gdp](/topic/gdp) 2.44%, [trumps](/topic/trumps) #1511, [all the](/topic/all-the) XXXX%

**Top accounts mentioned or mentioned by**
[@joequant](/creator/undefined) [@nefentakis](/creator/undefined) [@degenerateux](/creator/undefined) [@kathleen_tyson_](/creator/undefined) [@avniitamar](/creator/undefined) [@ka9552910431043](/creator/undefined) [@will_apprentice](/creator/undefined) [@severinmeister](/creator/undefined) [@tracysmith_1975](/creator/undefined) [@doggydog1208](/creator/undefined) [@broniiiiiiichan](/creator/undefined) [@ethicalzac](/creator/undefined) [@deonopperman1](/creator/undefined) [@mikeh19571992](/creator/undefined) [@texas_slim_1965](/creator/undefined) [@real_miroslav](/creator/undefined) [@zorogastrian](/creator/undefined) [@leogistics79764](/creator/undefined) [@tron5pt0](/creator/undefined) [@donaldgrahame](/creator/undefined)

**Top assets mentioned**
[Alphabet Inc Class A (GOOGL)](/topic/$googl)
### Top Social Posts [#](/creator/twitter::43061739/posts)
---
Top posts by engagements in the last XX hours

"I don't think Americans realize how this "demography screws China" narrative is yet another self-soothing fiction they tell themselves in a long tradition of American wishful thinking about China's inevitable downfall. Just look at basic math: there are today over XXX million births a year in China (9.56m in 2022 9.02m in 2023 9.54m in 2024). That's the equivalent of the entire population of LA Chicago Houston and San Francisco - combined - born each year in China. This is compared to about XXX million births a year in the US a ratio of XXX. Which means that already for the rest of the 21st"  
![@RnaudBertrand Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43061739.png) [@RnaudBertrand](/creator/x/RnaudBertrand) on [X](/post/tweet/1942843343576391868) 2025-07-09 07:08:44 UTC 338.9K followers, 134.5K engagements


"The best description of Palantir that I've ever read is "the Salesforce for killing people""  
![@RnaudBertrand Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43061739.png) [@RnaudBertrand](/creator/x/RnaudBertrand) on [X](/post/tweet/1942128926958240135) 2025-07-07 07:49:53 UTC 338.9K followers, 109.9K engagements


"On top of Brazil which now says it's ready to literally cut ALL trade with the U.S"  
![@RnaudBertrand Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43061739.png) [@RnaudBertrand](/creator/x/RnaudBertrand) on [X](/post/tweet/1943699194180686031) 2025-07-11 15:49:34 UTC 338.8K followers, 29K engagements


"To illustrate just how nonsensically these tariffs were calculated take the example of Lesotho one of the poorest countries in Africa with just $XXX billion in annual GDP which is being struck with a XX% tariff rate under the Trump plan the highest rate among all countries on the list. Why Does Lesotho apply extortionate tariffs on U.S. products and the U.S. is merely being "reciprocal" here Not at all despite what Trump is saying it's NOT the way these tariffs are defined. As a matter of fact Lesotho as a member of the Southern African Customs Union (SACU) applies the common external tariff"  
![@RnaudBertrand Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43061739.png) [@RnaudBertrand](/creator/x/RnaudBertrand) on [X](/post/tweet/1907618228614082944) 2025-04-03 02:16:42 UTC 338.9K followers, 1.8M engagements


"Making America great again by cutting trade with the largest country in your continent and making them "look to other partners to replace" trading with you. Almost unbelievable own goal. This is by the way the only possible response by Brazil: if there is one thing we've learned about Trump is that appeasement and submission is only seen as a sign of weakness and as a validation of his hostility"  
![@RnaudBertrand Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43061739.png) [@RnaudBertrand](/creator/x/RnaudBertrand) on [X](/post/tweet/1943516616907723111) 2025-07-11 03:44:04 UTC 338.8K followers, 113.9K engagements


"This is beyond shameful and a terrifying sign. Albanese is as close to a political saint as we're likely to see and watching her be persecuted for her very virtues reveals just how morally collapsed the West has become. She literally personifies the highest ideals of public service: profound integrity intelligence graceful eloquence and an almost sacred commitment to the voiceless and defenseless. The fact that we're in an era where we persecute figures like her who advocate for murdered children and civilians in order to protect (and keep arming) their killers proves we've abandoned any"  
![@RnaudBertrand Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43061739.png) [@RnaudBertrand](/creator/x/RnaudBertrand) on [X](/post/tweet/1943210988846878737) 2025-07-10 07:29:37 UTC 338.8K followers, 426.2K engagements


"The pace of realignment is dizzying. Japan's PM urges his country to de-risk itself from the US in most sectors: "Ishiba said on Thursday his country needed to wean itself from U.S. dependence in such key areas as security food and energy""  
![@RnaudBertrand Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43061739.png) [@RnaudBertrand](/creator/x/RnaudBertrand) on [X](/post/tweet/1943698933986755068) 2025-07-11 15:48:32 UTC 338.8K followers, 143.1K engagements


"Thinking about it ironically maybe the biggest victims of the Trump tariffs may end up being American companies. Take Apple for instance. These guys have spent decades building incredibly complex global supply chains that span dozens of countries. They can't just flip a switch and move everything back to America. Their supply network represents tens of billions in investment thousands of supplier relationships and logistics systems perfected over decades. Dismantling this overnight is impossible and building a comparable domestic alternative - which is the stated goal of the Trump tariffs -"  
![@RnaudBertrand Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43061739.png) [@RnaudBertrand](/creator/x/RnaudBertrand) on [X](/post/tweet/1907827106337452168) 2025-04-03 16:06:42 UTC 338.8K followers, 205.6K engagements


"I double checked and @amasad is correct: the WaPo article that @shaunmmaguire refers to - and cropped the date of () - is more than one month old is about a completely unrelated massacre in Gaza. So we effectively have a guy who is a partner at @sequoia one of the most prestigious VCs in the US who is openly and shamelessly lying in order to justify the mass murder of civilians collecting aid and who slanders a startup CEO in the process"  
![@RnaudBertrand Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43061739.png) [@RnaudBertrand](/creator/x/RnaudBertrand) on [X](/post/tweet/1941701094423552040) 2025-07-06 03:29:50 UTC 338.9K followers, 365.8K engagements


"Many frame Trumps America First policies as tough-guy protectionism but theres another read on it: what if they actually constituted behind the blustering rhetoric and some of his bellicose actions a full-on strategic retreat on all fronts In essence what if Trump make America great again was really a PR spin for the most comprehensive strategic withdrawal in American history In my latest article I take a systematic look at the X key fronts (military economic diplomacy and technology) where great powers compete and show how what looks like chaotic policy-making actually follows a pattern of"  
![@RnaudBertrand Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43061739.png) [@RnaudBertrand](/creator/x/RnaudBertrand) on [X](/post/tweet/1942523997075431589) 2025-07-08 09:59:45 UTC 338.8K followers, 123.7K engagements


"The funniest part of this is that Wan Hai is a Taiwanese shipping company which goes to show they're starting to understand that acknowledging that Taiwan is part of China does come with its advantages 😏"  
![@RnaudBertrand Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43061739.png) [@RnaudBertrand](/creator/x/RnaudBertrand) on [X](/post/tweet/1937006266418901235) 2025-06-23 04:34:16 UTC 338.8K followers, 77.3K engagements


"What a complete joke and a major sign of disrespect for Malaysia. Trump literally appointed an "alpha male" influencer with zero experience in foreign policy and only a Bachelor of Media as his ambassador to Malaysia. His political life has consisted in creating the Foundation for Liberty and American Greatness (FLAG) that promotes American exceptionalism in schools which I am sure will really resonate among Malays 🙃"  
![@RnaudBertrand Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43061739.png) [@RnaudBertrand](/creator/x/RnaudBertrand) on [X](/post/tweet/1943620621927330237) 2025-07-11 10:37:21 UTC 338.8K followers, 56.7K engagements


"@broniiiiiiichan @SeverinMeister No XXX isn't that bad especially if it's a maximum. In the past Beijing used to reach 1000. XXX is in the "unhealthy" category and there are X categories above: "Very unhealthy" (above 201) and "Hazardous" (above 300)"  
![@RnaudBertrand Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43061739.png) [@RnaudBertrand](/creator/x/RnaudBertrand) on [X](/post/tweet/1944332609359917241) 2025-07-13 09:46:32 UTC 338.9K followers, XXX engagements


"Rubio: "Asia is where two-third of the world's economic growth is going to happen over the next XX or XX years" Someone doesn't believe in the American manufacturing revival narrative. 😏"  
![@RnaudBertrand Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43061739.png) [@RnaudBertrand](/creator/x/RnaudBertrand) on [X](/post/tweet/1943537796721045677) 2025-07-11 05:08:14 UTC 338.8K followers, 53.9K engagements


"Link to my article entitled "France's Parliament Calls Europe to Break with America and Partner with China":"  
![@RnaudBertrand Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43061739.png) [@RnaudBertrand](/creator/x/RnaudBertrand) on [X](/post/tweet/1943599574788284463) 2025-07-11 09:13:43 UTC 338.8K followers, 53.9K engagements


"Just watched this Chinese movie called "successor" in the plane and I have to say one of the funniest movies I've seen in a long time. It's the story of billionaire parents who grew up poor (like most people of their generation in China) and don't want their second child to become spoiled so they decide to set up a "Truman show"-like environnement where he is raised in the same poor conditions they themselves grew up in. Some scenes are truly hilarious like when the boy unexpectedly finds himself in his parents' real mansion forcing them to quickly swap outfits with their staff so the"  
![@RnaudBertrand Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43061739.png) [@RnaudBertrand](/creator/x/RnaudBertrand) on [X](/post/tweet/1945035006851911924) 2025-07-15 08:17:37 UTC 338.8K followers, 278.4K engagements


"The story around China issuing USD-denominated sovereign bonds in Saudi Arabia is generating an enormous amount of buzz in China and could potentially be immensely important. I strongly suspect it's a message to the upcoming Trump administration. Let me explain what seems to be going on. On the face of it it's not a major story: China issued $X billion in USD-denominated sovereign bonds in Saudi Arabia which means that investors lent USD to the Chinese government that they promised to pay back. That's what a bond is. So far relatively boring. The first somewhat interesting aspect of it is"  
![@RnaudBertrand Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43061739.png) [@RnaudBertrand](/creator/x/RnaudBertrand) on [X](/post/tweet/1859446480198828360) 2024-11-21 03:59:22 UTC 338.8K followers, 1.7M engagements


"@ethicalzac I'd argue that Trump is at least reasonable enough to realize he needs to retreat (although he does it in a chaotic and stunningly incompetent fashion) and that Europe is pretty powerless geopolitically at this stage and therefore largely inconsequential"  
![@RnaudBertrand Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43061739.png) [@RnaudBertrand](/creator/x/RnaudBertrand) on [X](/post/tweet/1944259859308020183) 2025-07-13 04:57:27 UTC 338.8K followers, 1177 engagements


"This would be huge: Brazil and China are studying the construction of a 4500km long South America transcontinental railway that would run from northern Brazilian state of Bahia cross the Andes and reach the Chancay megaport near Lima built with BRI funding. If built it could shorten shipping times from Brazil to Asia by as much as XX days compared with current Atlantic routes that pass through the Panama Canal. Extremely telling of both countries' contrasting approach to the region Mauricio Claver-Carone Trump's special adviser on Latin American affairs had called a few months ago for tariffs"  
![@RnaudBertrand Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43061739.png) [@RnaudBertrand](/creator/x/RnaudBertrand) on [X](/post/tweet/1942782225398821261) 2025-07-09 03:05:52 UTC 338.8K followers, 241.5K engagements


"There's no overstating how extraordinary this is. The West has now lost political support from the whole of Asia even Japan and South Korea"  
![@RnaudBertrand Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43061739.png) [@RnaudBertrand](/creator/x/RnaudBertrand) on [X](/post/tweet/1937126934309405148) 2025-06-23 12:33:45 UTC 338.8K followers, 1.8M engagements


"This is a nice feel-good story. A Japanese student decided to do a "social experiment" in China where he would hitchhike from Nanjing all the way to Urumqi the capital of Xinjiang more than 3000 kilometers away. The social experiment was: he would ask passing drivers if they were willing to give him a ride. If they said yes he would then tell them he was Japanese - and observe whether they would still agree to take him. The result: among XX drivers only X refused him after learning he was Japanese. That is to say XXXX% of drivers still chose kindness and offered him a ride. Link to the"  
![@RnaudBertrand Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43061739.png) [@RnaudBertrand](/creator/x/RnaudBertrand) on [X](/post/tweet/1943628004191883498) 2025-07-11 11:06:41 UTC 338.8K followers, 237.3K engagements


"If confirmed this is one of the most significant developments in space technology in a long time and could fundamentally change satellite economics. Satellite refueling in geostationary orbit has been a holy grail for decades but it's an extraordinarily complex technical challenge. NASA tried during X years with its OSAM-1 program but ultimately threw in the towel. The reason why it could change satellite economics is simply because it could dramatically extend satellite lifespans which is quite impactful when replacing a geostationary satellite can cost hundreds of millions of dollars. The"  
![@RnaudBertrand Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43061739.png) [@RnaudBertrand](/creator/x/RnaudBertrand) on [X](/post/tweet/1944417649624248490) 2025-07-13 15:24:27 UTC 338.8K followers, 78.4K engagements


"To be expected the U.S. is now issued open threats against this "Hague group" of countries seeking to put in place concreate measures against Israel. A U.S. State Department spokesperson said that they strongly opposes efforts by so-called multilateral blocs to weaponize international law as a tool to advance radical anti-Western agendas. The Hague Group seeks to undermine the sovereignty of democratic nations by isolating and attempting to delegitimize Israel transparently laying the groundwork for targeting the United States our military and our allies. Adding that the U.S. government will"  
![@RnaudBertrand Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43061739.png) [@RnaudBertrand](/creator/x/RnaudBertrand) on [X](/post/tweet/1945074287871697063) 2025-07-15 10:53:42 UTC 338.8K followers, 118.5K engagements


"@degenerateux This is just ridiculous. For one China doesn't do military alliances and the cardinal principle of its foreign policy is non-interference in other countries' internal affairs. So literally the polar opposite of the US which is all about interference and wars"  
![@RnaudBertrand Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43061739.png) [@RnaudBertrand](/creator/x/RnaudBertrand) on [X](/post/tweet/1943610279784243546) 2025-07-11 09:56:15 UTC 338.9K followers, 11.4K engagements


"That's probably one of least known yet coolest facts about China: in almost all large cities (that I've seen) people swim or fish in the rivers. This is Liangma river in Beijing 👇"  
![@RnaudBertrand Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43061739.png) [@RnaudBertrand](/creator/x/RnaudBertrand) on [X](/post/tweet/1944282827123790019) 2025-07-13 06:28:43 UTC 338.8K followers, 102.1K engagements


"This is actually a clear violation of China's export controls on drone usage: the IDF is weaponizing Chinese civilian drones (EVO drones made by Autel Robotics meant for aerial photography) by attaching hand grenades to them and dropping them on Palestinians. China's drone export controls which were revised in July last year "prohibit exporters from selling abroad if they become aware that these drones will be used for. military purposes." This XXX investigation 👇 proves that the EVO drones made by Autel Robotics are in fact being used for military purposes so logically China should try to"  
![@RnaudBertrand Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43061739.png) [@RnaudBertrand](/creator/x/RnaudBertrand) on [X](/post/tweet/1943524849156264439) 2025-07-11 04:16:47 UTC 338.8K followers, 141.7K engagements


"@PaulArbair Opinion pieces are the way a newspaper transmits their actual editorial stance via their choice of opinions to share with the rest supposed to be neutral journalism"  
![@RnaudBertrand Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43061739.png) [@RnaudBertrand](/creator/x/RnaudBertrand) on [X](/post/tweet/1945076417898668469) 2025-07-15 11:02:10 UTC 338.8K followers, 1509 engagements


"Ha yes the extraordinarily complex science of early-stage investing where you need to a) look at startup pitches b) decide if you give them money. How could the Chinese have possibly cracked that code without American help 🤦 After IP theft this "we taught the Chinese everything" is the new coping mechanism to reconcile China's rise and American exceptionalism - "we didn't lose we were just super generous and gave it all away." Because we all know that American capitalists are famously all about selflessness and altruism"  
![@RnaudBertrand Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43061739.png) [@RnaudBertrand](/creator/x/RnaudBertrand) on [X](/post/tweet/1945414470060081172) 2025-07-16 09:25:28 UTC 338.8K followers, 81.2K engagements


"I had an AI research this and there has never been a single documented case of a foreigner detained at the border in China for negative content about China. In fact I broadened the search and contrary to popular belief I couldn't find a single documented case of a foreign tourist or student ever being detained in China over their speech or over content they posted or possessed. By contrast I've seen dozens of cases such as this one 👇 in the U.S. in the past few weeks alone. You draw your own conclusions"  
![@RnaudBertrand Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43061739.png) [@RnaudBertrand](/creator/x/RnaudBertrand) on [X](/post/tweet/1937720341952102414) 2025-06-25 03:51:45 UTC 338.9K followers, 130.4K engagements


"Wow game changer. Given that they seem to announce a new "alternative to the BRI" at just about all international summits 😅 So far we've had B3W ("Build Back Better World") the PGII (Partnership for Global Infrastructure and Investment) the AAGC ("Asia-Africa Growth Corridor") the Blue Dot Network the Global Gateway initiative etc. Has any of those gained any momentum 🤔"  
![@RnaudBertrand Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43061739.png) [@RnaudBertrand](/creator/x/RnaudBertrand) on [X](/post/tweet/1700694182686544049) 2023-09-10 02:14:25 UTC 338.8K followers, 82.6K engagements


"I've given this more thought and I'm now fully convinced: this is by far one of the most consequential geopolitical developments of the 21st century. I mean think about it. As the saying goes the economy is energy-transformed so it's easy to understand that the situation in which we are right now with China going all-in on renewable energy while America bets on "Drill Baby Drill" isn't just about energy - it sets both superpowers on very divergent paths that will fundamentally reshape everything. Just take AI for instance. As OpenAI's Sam Altman recently told Congress Eventually the cost of"  
![@RnaudBertrand Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43061739.png) [@RnaudBertrand](/creator/x/RnaudBertrand) on [X](/post/tweet/1941168558639358093) 2025-07-04 16:13:44 UTC 338.9K followers, 169.3K engagements


"My article entitled "Is America's energy strategy the greatest strategic blunder of the 21st century":"  
![@RnaudBertrand Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43061739.png) [@RnaudBertrand](/creator/x/RnaudBertrand) on [X](/post/tweet/1943496758652514406) 2025-07-11 02:25:10 UTC 338.8K followers, 11.9K engagements


"Top Silicon Valley figures are starting to understand as I argued in my latest article that "energy is truly the master key to technological supremacy" and that China's unprecedented clean energy push (adding the equivalent of X nuclear plants A DAY) will give them an extraordinary competitive advantage in almost all technology sectors that matter"  
![@RnaudBertrand Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43061739.png) [@RnaudBertrand](/creator/x/RnaudBertrand) on [X](/post/tweet/1943496288860823900) 2025-07-11 02:23:18 UTC 338.8K followers, 64K engagements


"That's a key point by Luke 👇 It's an implicit admission by Trump that they have lost the Western hemisphere: if you treat the largest other country in your own hemisphere like a hostile adversary by definition it implies that you believe that the traditional "Monroe doctrine" US-led hemispheric order has already collapsed"  
![@RnaudBertrand Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43061739.png) [@RnaudBertrand](/creator/x/RnaudBertrand) on [X](/post/tweet/1943194343650791796) 2025-07-10 06:23:28 UTC 338.8K followers, 60.6K engagements


"This letter is batshit crazy no other way to describe it. For one imposing XX% tariffs on Brazil so that they drop charges against former president Bolsonaro is pure foreign interference. Even if you do support Bolsonaro you don't want to establish a precedent where the US can dictate the Brazilian judicial process. Also longer-term this can only encourage Brazil to de-risk itself as much as possible from the US and minimize trade with them so that such hostile actions have less impact. Which means reinforcing BRICS and all initiatives aimed at establishing an alternative order in which the"  
![@RnaudBertrand Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43061739.png) [@RnaudBertrand](/creator/x/RnaudBertrand) on [X](/post/tweet/1943125210473074774) 2025-07-10 01:48:46 UTC 338.8K followers, 444.7K engagements


"This is yet another move that doesn't make any sense whatsoever from an economic or strategic perspective. As per the FT article the EDA firms that will now be banned from selling to China - Synopsys Cadence Design Systems and Siemens EDA - have an XX% market share there and their revenue in the Chinese market account for between XX% and XX% of their global sales. At the same time there are some domestic Chinese companies in this sector like Huada Empyrean Software (HES). This is essentially saying "let's take the XX% market share our companies have in this sector and hand it over to Chinese"  
![@RnaudBertrand Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43061739.png) [@RnaudBertrand](/creator/x/RnaudBertrand) on [X](/post/tweet/1927901624586096923) 2025-05-29 01:35:40 UTC 338.9K followers, 62.4K engagements


"@BullEddie80989 The Cultural Revolution wasn't about "starvation and death" but about sending city elites to work in the countryside"  
![@RnaudBertrand Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43061739.png) [@RnaudBertrand](/creator/x/RnaudBertrand) on [X](/post/tweet/1945157297119862997) 2025-07-15 16:23:33 UTC 338.8K followers, 1887 engagements


"If even Japan categorically refuses to do any trade deal with the US that's detrimental to their relationship with China Bessent's "grand encirclement" plan to isolate China is completely dead in the water"  
![@RnaudBertrand Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43061739.png) [@RnaudBertrand](/creator/x/RnaudBertrand) on [X](/post/tweet/1915417455419404790) 2025-04-24 14:48:02 UTC 338.9K followers, 97.1K engagements


"@Anc_Aesthetics Let's see if these tariffs will end up being the success you seem to posit; I highly suspect you'll want to delete the tweets where you defend them in a few months"  
![@RnaudBertrand Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43061739.png) [@RnaudBertrand](/creator/x/RnaudBertrand) on [X](/post/tweet/1913157386225041890) 2025-04-18 09:07:20 UTC 338.9K followers, 222.2K engagements


"I have to say there's something immensely ironic about the Dalai Lama arguing his reincarnation should be determined by a tax-exempt Swiss foundation incorporated in Zurich while Beijing insists on maintaining the traditional centuries-old Golden Urn selection process. And the even bigger irony is that everyone will doubtlessly denounce China for "destroying Tibetan traditions and culture" for doing so"  
![@RnaudBertrand Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43061739.png) [@RnaudBertrand](/creator/x/RnaudBertrand) on [X](/post/tweet/1940574901901185080) 2025-07-03 00:54:45 UTC 338.9K followers, 333K engagements


"That was our boat. We rented it together with X other families (we were a total of X adults and X kids). Relatively affordable: XX million Indonesian rupiah ($3400) for X nights and X days with a crew of X and full board"  
![@RnaudBertrand Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43061739.png) [@RnaudBertrand](/creator/x/RnaudBertrand) on [X](/post/tweet/1917856579870941405) 2025-05-01 08:20:15 UTC 338.8K followers, 12.5K engagements


"I just read this 👇 and I have to say probably one of the best and most nuanced articles I've read on China's evolving stance on Palestine and Israel. The concluding quote hits hard from Zhang Chengzhi a Chinese Hui Muslim writer who invented the term Red Guard during the Cultural Revolution in his middle-school years and later devoted his entire life to writing about Palestine and the Islamic World for Chinese audiences (he is probably the most influential Muslim writer in China). In a 2009 article in which he commemorated a group of Japanese Maoists who participated in armed struggles in"  
![@RnaudBertrand Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43061739.png) [@RnaudBertrand](/creator/x/RnaudBertrand) on [X](/post/tweet/1942616284572836199) 2025-07-08 16:06:28 UTC 338.9K followers, 68.7K engagements


"This is the U.S. starting to recognize it made an absurdly stupid mistake by banning the sale of A.I. chips to China depriving its own companies of their largest market (China used to import more semiconductors than oil) and boosting the rise of major domestic competition in China. And given that their strategy backfired they're pivoting from trying to prevent China from competing in AI to a strategy of acknowledging that they will but they'd rather they do so under a Western tech stack effectively trying to contain the adoption of Chinese chips"  
![@RnaudBertrand Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43061739.png) [@RnaudBertrand](/creator/x/RnaudBertrand) on [X](/post/tweet/1945086811681824954) 2025-07-15 11:43:28 UTC 338.8K followers, 74.1K engagements


"Just spent the last X days on a sailboat exploring the Flores and Komodo islands in Indonesia and I have to say undoubtedly one of the most beautiful places in the world"  
![@RnaudBertrand Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43061739.png) [@RnaudBertrand](/creator/x/RnaudBertrand) on [X](/post/tweet/1917855375094866340) 2025-05-01 08:15:28 UTC 338.9K followers, 147.9K engagements


"This is easily the best graphs I've seen of who actually walks the talk in clean energy. China is by far the biggest investor in clean energy on the planet with nearly $700bn invested in 2024 3.7x what it invested in fossil fuels. North America on the other hand is by far the biggest investor in fossil fuels (about twice more than the Middle-East) and invest less than half what China does in clean energy"  
![@RnaudBertrand Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43061739.png) [@RnaudBertrand](/creator/x/RnaudBertrand) on [X](/post/tweet/1798948264651452581) 2024-06-07 05:21:03 UTC 338.8K followers, 82.4K engagements


"Remember this This was April 9th the day of the announcement of the 90-day pause for "liberation day" tariffs and Trump was saying that countries were "dying to make a deal" and would do anything for it "kissing his ass" to make deals. Basically the narrative was that countries were so desperate to avoid the tariffs that deals would be easy. We're now July 7th the eve - literally - of the 90-day deadline. So where are we 1) Not a single actual trade "deal" was achieved. The US has reached X "framework" agreements with respectively China the UK and Vietnam but even with those the US wasn't"  
![@RnaudBertrand Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43061739.png) [@RnaudBertrand](/creator/x/RnaudBertrand) on [X](/post/tweet/1942081421151252789) 2025-07-07 04:41:07 UTC 338.8K followers, 124.3K engagements


"But according to Donald Trump Jr. "American products in China are virtually nonexistent because they made it impossible" 😏"  
![@RnaudBertrand Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43061739.png) [@RnaudBertrand](/creator/x/RnaudBertrand) on [X](/post/tweet/1932754312545144898) 2025-06-11 10:58:31 UTC 338.9K followers, 50.5K engagements


"This is so illustrative of the fundamentally self-destructive nature of Trump's tariffs: copper a base material critical to thousands of manufacturing & infrastructure applications now costs XX% more in the U.S. than it does in the rest of the world. How on earth do you want to revive manufacturing if the basic building blocks of industry cost way more for American companies than for anyone else on the planet On the contrary this makes U.S. producers uncompetitive before they even start production"  
![@RnaudBertrand Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43061739.png) [@RnaudBertrand](/creator/x/RnaudBertrand) on [X](/post/tweet/1942791960122778041) 2025-07-09 03:44:33 UTC 338.9K followers, 55.1K engagements


"Yup we're at the stage where Canada's leading newspaper is calling for the country to "free ourselves of the U.S. and forge closer ties with China" and to "break free from the made-in-Washington narrative that China is an unreliable trading partner.""  
![@RnaudBertrand Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43061739.png) [@RnaudBertrand](/creator/x/RnaudBertrand) on [X](/post/tweet/1945023759179489345) 2025-07-15 07:32:55 UTC 338.8K followers, 84.1K engagements


"What were the Germans thinking putting that woman as their top "diplomat" Germany despite its past as Japan's ally during WW2 had managed to regain a lot of sympathy in China which clearly proved immensely beneficial for them as a country. Now she does her very best to destroy this purely for ideological reasons Germany gains absolutely nothing doing that zero zilch America at least has some logic to go against China they're afraid of losing their hegemony the dollar etc. But Germany 🤷♂ It's all so pointless and stupid but I guess history has shown that when Germany turns ideological it's"  
![@RnaudBertrand Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43061739.png) [@RnaudBertrand](/creator/x/RnaudBertrand) on [X](/post/tweet/1702719738378682642) 2023-09-15 16:23:15 UTC 338.8K followers, 484.7K engagements


"Noam Chomsky defined it best: "The China threat is basically its existence as a country that can't be intimidated unlike others. Lets go back to the mafia. The Godfather does not accept centers of power that dont follow the rules so Chinas a threat. Its not a military threat. The military threat is against China. China is ringed with US bases with nuclear armed missiles right offshore aimed at China. Its China thats under threat not the United States." (Src: and"  
![@RnaudBertrand Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43061739.png) [@RnaudBertrand](/creator/x/RnaudBertrand) on [X](/post/tweet/1943321513404567857) 2025-07-10 14:48:48 UTC 338.8K followers, 232.6K engagements


"That's pretty insane: Grok X decides what it thinks about Israel/Palestine by searching for Elon's thoughts on the topic"  
![@RnaudBertrand Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43061739.png) [@RnaudBertrand](/creator/x/RnaudBertrand) on [X](/post/tweet/1943486407651266730) 2025-07-11 01:44:02 UTC 338.8K followers, 60K engagements


"Looks like another instance of persecution of an iconic Chinese company might be developing in the US with Homeland Security raiding Fuyao Glass America: Fuyao Glass America is especially famous because it was the company featured in Barack Obama's Netflix documentary "American factory". As such it'd be immensely symbolic if they were to become - after Huawei TikTok DJI etc. - yet another victim of the US's crusade against anything related to China"  
![@RnaudBertrand Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43061739.png) [@RnaudBertrand](/creator/x/RnaudBertrand) on [X](/post/tweet/1817113451354898715) 2024-07-27 08:23:01 UTC 338.8K followers, 57.9K engagements


"Your regular reminder that looking at *nominal* GDP for international comparisons is completely non-sensical because it artificially inflates the GDP of countries with a overvalued currency and vice-versa. The fact that a Mc Donald's Big Mac costs the equivalent $XXXX in Switzerland vs $XXXX in Indonesia shows this: according to the nominal GDP calculation producing a single big mac with identical productive inputs (same labor time + same ingredients) producing an identical output (a Big Mac) produces almost X times more economic activity in Switzerland than it does in Indonesia. Which makes"  
![@RnaudBertrand Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43061739.png) [@RnaudBertrand](/creator/x/RnaudBertrand) on [X](/post/tweet/1939190990289674403) 2025-06-29 05:15:35 UTC 338.9K followers, 246.4K engagements


"What makes me hopeful is that Dominique de Villepin Chiracs former Prime Minister who famously said no to the USs war on Iraq at the UN seems to be in the race for Frances next presidential election and is really popular in France right now. With a guy like him the odds are actually quite significant. With Macron or folks from his party no chance"  
![@RnaudBertrand Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43061739.png) [@RnaudBertrand](/creator/x/RnaudBertrand) on [X](/post/tweet/1943603139393044578) 2025-07-11 09:27:53 UTC 338.8K followers, 37.6K engagements


"Wow looks like Xi was extremely straightforward during his meeting with Biden probably the most he's ever officially been in a meeting with a US president. According to the Chinese readout here's what he told Biden were the X "lessons of the past X years that need to be remembered": 1) "There must be correct strategic understanding. The 'Thucydides Trap' is not historical destiny a 'new Cold War' cannot and should not be fought containment of China is unwise undesirable and will not succeed." 2) "Words must be trustworthy and actions must be fruitful. A person cannot stand without"  
![@RnaudBertrand Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43061739.png) [@RnaudBertrand](/creator/x/RnaudBertrand) on [X](/post/tweet/1858019192370507904) 2024-11-17 05:27:50 UTC 338.8K followers, 717.8K engagements


"This is such a meaningless number. Keyboards have written XXX% of Google's code for over X decades. The real question is whether AI writes the code autonomously without human engineers going through multiple iterations to correct it. And when you look at it this way AI most likely "writes" X% of the code. I code pretty much everyday with AI myself. A conservative estimate is that about XX% of the code they output has critical errors in it that makes it absolutely unusable in a production environment. I still use the AIs because Im experienced enough to easily spot the mistakes and correct"  
![@RnaudBertrand Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43061739.png) [@RnaudBertrand](/creator/x/RnaudBertrand) on [X](/post/tweet/1943703853146554872) 2025-07-11 16:08:05 UTC 338.8K followers, 67.8K engagements


"A Belgian member of the EU Parliament from Renew Europe Macron's group proposes an international coalition of Europe China Latin America and Canada to coordinate efforts against Trump's tariffs because "he must understand he doesn't rule the world." Unlikely this will materialize but this is another sign that the political wind and political discourse is shifting in Europe. Mainstream European politicians are proposing political partnerships with China to have leverage against the US at an increasing frequency something that would have been absolutely unthinkable just 2-3 years ago"  
![@RnaudBertrand Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43061739.png) [@RnaudBertrand](/creator/x/RnaudBertrand) on [X](/post/tweet/1944221760045609260) 2025-07-13 02:26:04 UTC 338.8K followers, 48K engagements


"We're definitely witnessing quite the tone shift from Australia with regards to China if one looks at PM Albanese's tweets over the past few days. He says that "free and open trade is good for both Australia and China" an obvious coded criticism of American policies around trade: quite ironically being "free and open" is now siding with Beijing over Washington. He emphasizes several times the importance of stability in the relationship with China again probably a reference to Trump's characteristic instability and also likely a jab at his predecessor's confrontational approach to China."  
![@RnaudBertrand Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43061739.png) [@RnaudBertrand](/creator/x/RnaudBertrand) on [X](/post/tweet/1945567240189088003) 2025-07-16 19:32:31 UTC 338.8K followers, 79.7K engagements


"Wow XX countries - including China () - are meeting in Bogota this coming week to declare concrete measures against Israels violations of international law. The states due to take part in the summit include Algeria Bangladesh Bolivia Brazil Chile China Colombia Cuba Djibouti Honduras Indonesia Ireland Lebanon Malaysia Namibia Nicaragua Oman Portugal Spain Qatar Senegal South Africa Turkey Saint Vincent and the Grenadines Uruguay and Palestine. Src:"  
![@RnaudBertrand Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43061739.png) [@RnaudBertrand](/creator/x/RnaudBertrand) on [X](/post/tweet/1944516124718297193) 2025-07-13 21:55:46 UTC 338.8K followers, 788.6K engagements


"@SeverinMeister You've retained an outdated image of Beijing that hasn't been the case for years. In fact I just checked and the AQI right now is 47"  
![@RnaudBertrand Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43061739.png) [@RnaudBertrand](/creator/x/RnaudBertrand) on [X](/post/tweet/1944284582985314348) 2025-07-13 06:35:42 UTC 338.8K followers, 2249 engagements


"Crazy to me that over X years into the Ukraine war the EU still lives in the same mental Lalaland where they seek to convince China to side with them to defeat Russia. And get surprised when they're told that no China won't commit geopolitical suicide on their behalf. Funnily according to the article Wang Yi is said to have given Kaja Kallas - the extremely russophobic former Estonian PM who's now the EU's foreign affairs chief - several "history lessons and lectures". The conversation must have gone something like this: "Kaja do you think we were born yesterday Why the hell would we turn"  
![@RnaudBertrand Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43061739.png) [@RnaudBertrand](/creator/x/RnaudBertrand) on [X](/post/tweet/1941017216864104632) 2025-07-04 06:12:21 UTC 338.8K followers, 308.7K engagements


"Most people interpret this as the US preparing for war but I think that on the contrary this is but the latest sign of strategic retreat - the US trying to outsource the costs and risks of a competition it knows it has already lost. Think about it: what the US is doing here is asking its "allies" to write blank checks that it itself refuses to sign (Trump is adamant it won't commit to anything wrt Taiwan). Ultimately this leads to a situation whereby "allies" will eventually ask themselves "wait a minute the whole point of our alliance with the U.S. was THEM defending US but now we're"  
![@RnaudBertrand Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43061739.png) [@RnaudBertrand](/creator/x/RnaudBertrand) on [X](/post/tweet/1944246767798956306) 2025-07-13 04:05:26 UTC 338.8K followers, 108.5K engagements


"If confirmed this is one of the most significant developments in space technology in a long time and could fundamentally change satellite economics. Satellite refueling in geostationary orbit has been a holy grail for years but it's an extraordinarily complex technical challenge. NASA tried during X years with its OSAM-1 program but ultimately threw in the towel. The reason why it could change satellite economics is simply because it could dramatically extend satellite lifespans which is quite impactful when replacing a geostationary satellite costs hundreds of millions of dollars. The"  
![@RnaudBertrand Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43061739.png) [@RnaudBertrand](/creator/x/RnaudBertrand) on [X](/post/tweet/1944415525603524799) 2025-07-13 15:16:01 UTC 338.8K followers, 7066 engagements


"@abcnews It'll prove to be the greatest strategic blunder of the 21st century here's why 👇"  
![@RnaudBertrand Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43061739.png) [@RnaudBertrand](/creator/x/RnaudBertrand) on [X](/post/tweet/1944567495706489343) 2025-07-14 01:19:53 UTC 338.9K followers, 5164 engagements


"This movie says a lot about Chinas current anxieties: how does a society that has conquered poverty in just one generation ensure that prosperity doesn't destroy the very qualities - hunger resilience determination - that made that prosperity possible in the first place It also says a lot about China's recent history: in some way Mao's cultural revolution was this movie's plot on a civilizational scale - Mao scared that China's revolutionary fervor would be corrupted by comfort and bureaucratic privilege orchestrated a massive national experiment in manufactured hardship to maintain what he"  
![@RnaudBertrand Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43061739.png) [@RnaudBertrand](/creator/x/RnaudBertrand) on [X](/post/tweet/1945143865578570040) 2025-07-15 15:30:11 UTC 338.8K followers, 109.7K engagements


"5.2% GDP growth is pretty impressive given that exports to the US dropped by XX% that quarter compared to the year before due to the tariffs. Shows once again that China really doesn't rely on exports to the US for its economy"  
![@RnaudBertrand Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43061739.png) [@RnaudBertrand](/creator/x/RnaudBertrand) on [X](/post/tweet/1945228667681972466) 2025-07-15 21:07:09 UTC 338.8K followers, 233.2K engagements


"This absolutely stunning chart comparison by the NYT might prove to be the most important geopolitical visualization of the 21st century. The two major superpowers are each cornering a competing energy platform. China bets everything on clean energy the US on fossil fuels. It's incredibly rare probably even unprecedented in history to see X superpowers making completely opposite trillion-dollar bets on the underlying technology that literally powers the world. Let's see how it plays out. One interesting related statistic: XX% of the Global South's new energy investments go to clean tech so"  
![@RnaudBertrand Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43061739.png) [@RnaudBertrand](/creator/x/RnaudBertrand) on [X](/post/tweet/1940310878307655965) 2025-07-02 07:25:37 UTC 338.9K followers, 514.3K engagements


"Edouard Husson is XXX% right in his beautiful text Translation: "It is very easy to celebrate the heroes and resistance fighters of yesterday or the day before especially when they are officially honored. On the other hand recognizing and defending a resistance fighter today That means going against the dominant opinion. Fewer people are rushing to the gate. In XX or XX years Francesca Albanese will be in the Pantheon of a West eager to redeem itself morally after supporting the Gaza genocide. And many will shed very conformist tears over her courageespecially if unfortunately she were to be"  
![@RnaudBertrand Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43061739.png) [@RnaudBertrand](/creator/x/RnaudBertrand) on [X](/post/tweet/1943262447609303281) 2025-07-10 10:54:06 UTC 338.8K followers, 42.5K engagements


"I just read this WSJ article on why Europe's tech scene is so much smaller than the US's and China's. I'm afraid that like most articles on this topic it largely misses the mark. Which in itself illustrates a key reason why Europe is lagging behind: when you fail to understand the root causes of an issue you have zero chance to solve it. What makes me competent to speak on this topic Back in the late 2000s and early 2010s I founded and led HouseTrip which at the time was one of Europe's top startups. We were the first historical startup in which all top X VC investors in Europe invested. So I"  
![@RnaudBertrand Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43061739.png) [@RnaudBertrand](/creator/x/RnaudBertrand) on [X](/post/tweet/1925029185052917791) 2025-05-21 03:21:37 UTC 338.9K followers, 818.7K engagements


"Trump blinked first. Below the full list of the items that are now exempt from tariffs XX categories of products in total organized by HS code (sourced from here: - 8471: Automatic data processing machines and units thereof (e.g. computers such as laptops desktops and servers) - 8473.30: Parts and accessories for automatic data processing machines and their units (e.g. computer components and peripheral parts) - 8486: Machines and apparatus for the manufacture of semiconductor devices or electronic integrated circuits - 8517.13.00 Smartphones and other telecommunication apparatus for cellular"  
![@RnaudBertrand Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43061739.png) [@RnaudBertrand](/creator/x/RnaudBertrand) on [X](/post/tweet/1911068764067750066) 2025-04-12 14:47:53 UTC 338.8K followers, 326.9K engagements


"This is undoubtedly one of the most thoughtful analyses of the Iran-Israel war that I've heard to date. This is Jacques Sapir (@russeurope) easily one of the most interesting economists and geopolitical analysts in France. He's director of studies at cole des Hautes tudes en Sciences Sociales (EHESS) in Paris as well as a member of the very prestigious Russian Academy of Sciences. Sapir's analysis is long and detailed so I've written an article laying it out in full but in short his argument is that Israels pursuit of tactical military victories has led to a strategic defeat of the"  
![@RnaudBertrand Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43061739.png) [@RnaudBertrand](/creator/x/RnaudBertrand) on [X](/post/tweet/1939928296571224461) 2025-07-01 06:05:22 UTC 338.8K followers, 172K engagements


"Another recent example is of course this report by France's parliament that recommends Europe break free from subordination to the US and instead achieve strategic autonomy by partnering with China"  
![@RnaudBertrand Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43061739.png) [@RnaudBertrand](/creator/x/RnaudBertrand) on [X](/post/tweet/1944222196844703984) 2025-07-13 02:27:48 UTC 338.8K followers, 22.9K engagements


"I love how Trump ends his threatening letter to South Korea with an Orwellian "you will never be disappointed with the United States of America" when this very letter is the US unilaterally breaking the 2007 KORUS free trade agreement that they have with South Korea. Which means incidentally that contrary to what the letter states South Korea charges X% tariffs on US goods already"  
![@RnaudBertrand Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43061739.png) [@RnaudBertrand](/creator/x/RnaudBertrand) on [X](/post/tweet/1942417530850795688) 2025-07-08 02:56:42 UTC 338.9K followers, 78.8K engagements


"This might be the most remarkable geopolitical document I've seen come out of a major European institution so far this century. Frances Parliament has just produced an extraordinary 153-page report that calls for nothing less than a complete strategic realignment of Europe. The document systematically dismantles the EU's current geopolitical positioning - "vassalized" to the U.S. in the report's words - as a catastrophic failure that has led to the EU seeing "its influence diminish and its interests poorly protected." The report details XX recommendations from the "creation of a common world"  
![@RnaudBertrand Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43061739.png) [@RnaudBertrand](/creator/x/RnaudBertrand) on [X](/post/tweet/1943599430227357732) 2025-07-11 09:13:09 UTC 338.8K followers, 623.9K engagements


"@BvGroat It's a pretty universal truth about rich kids"  
![@RnaudBertrand Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43061739.png) [@RnaudBertrand](/creator/x/RnaudBertrand) on [X](/post/tweet/1945071411267010562) 2025-07-15 10:42:16 UTC 338.8K followers, 6089 engagements


"@kwingerei I just checked and Chinese engineers built 43000 railway and highway tunnels in China vs about 1200 tunnels in each Switzerland and Norway. So I think they got this 😅"  
![@RnaudBertrand Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43061739.png) [@RnaudBertrand](/creator/x/RnaudBertrand) on [X](/post/tweet/1942824479794897062) 2025-07-09 05:53:46 UTC 338.8K followers, 5350 engagements


"You couldn't make it up. France's Foreign Minister says that the "new deadly attack by Russia against Ukraine" had "a single goal: to massively kill civilians." He calls it "limitless barbarity." The truth: the attack caused X death One death too many sure but this sort of hyperbole is just completely irresponsible coming from a senior government official all the more when the same guy systematically ignores or downplays the actually massive murder of civilians in Gaza day in day out"  
![@RnaudBertrand Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43061739.png) [@RnaudBertrand](/creator/x/RnaudBertrand) on [X](/post/tweet/1941319460809318904) 2025-07-05 02:13:22 UTC 338.9K followers, 189.7K engagements


"Beyond all the rhetoric the facts are pretty telling: this week the Australian Prime Minister will meet Xi Jinping for the 3rd time (the other two times were November 2023 and November 2024) and he hasn't met Trump once yet. Another sign of the underlying reality that I wrote about in my article "Has America in fact already withdrawn from Asia" (link in next tweet): when you look at facts beyond the "pivot to Asia" rhetoric the US-China contest in the region is already over"  
![@RnaudBertrand Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43061739.png) [@RnaudBertrand](/creator/x/RnaudBertrand) on [X](/post/tweet/1942106455676690746) 2025-07-07 06:20:36 UTC 338.9K followers, 67.7K engagements


"@fairer4scoring @thinking_panda Someone is obviously unfamiliar with the North China phenotype 😅"  
![@RnaudBertrand Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43061739.png) [@RnaudBertrand](/creator/x/RnaudBertrand) on [X](/post/tweet/1944337802474484104) 2025-07-13 10:07:10 UTC 338.9K followers, XXX engagements


"@DeonOpperman1 No. He is unhappy about the fact I'm quite happy about it but at the end of the day we're speaking about the same fact: US withdrawal from Asia"  
![@RnaudBertrand Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43061739.png) [@RnaudBertrand](/creator/x/RnaudBertrand) on [X](/post/tweet/1944346737612890214) 2025-07-13 10:42:41 UTC 338.8K followers, XXX engagements


"Or even the French Parliament which says in a new report that Europe needs to break free from its subordination to the US and instead achieve strategic autonomy by partnering with China"  
![@RnaudBertrand Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43061739.png) [@RnaudBertrand](/creator/x/RnaudBertrand) on [X](/post/tweet/1943699536280502407) 2025-07-11 15:50:56 UTC 338.8K followers, 24.2K engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@RnaudBertrand Avatar @RnaudBertrand Arnaud Bertrand

Arnaud Bertrand posts on X about china, tariffs, brazil, countries the most. They currently have XXXXXXX followers and XXX posts still getting attention that total XXXXXXX engagements in the last XX hours.

Engagements: XXXXXXX #

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  • X Week XXX -XXXX%
  • X Month XXX +30%
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  • X Year XXXXX -XX%

Followers: XXXXXXX #

Followers Line Chart

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Social Influence #


Social category influence countries #1786 finance #620 travel destinations #4750 technology brands XXXX% stocks XXXX% social networks XXXX% celebrities XXXX% currencies XXXX%

Social topic influence china #97, tariffs #49, brazil #300, countries #385, beijing #246, donald trump #3387, $6753t 2.44%, gdp 2.44%, trumps #1511, all the XXXX%

Top accounts mentioned or mentioned by @joequant @nefentakis @degenerateux @kathleen_tyson_ @avniitamar @ka9552910431043 @will_apprentice @severinmeister @tracysmith_1975 @doggydog1208 @broniiiiiiichan @ethicalzac @deonopperman1 @mikeh19571992 @texas_slim_1965 @real_miroslav @zorogastrian @leogistics79764 @tron5pt0 @donaldgrahame

Top assets mentioned Alphabet Inc Class A (GOOGL)

Top Social Posts #


Top posts by engagements in the last XX hours

"I don't think Americans realize how this "demography screws China" narrative is yet another self-soothing fiction they tell themselves in a long tradition of American wishful thinking about China's inevitable downfall. Just look at basic math: there are today over XXX million births a year in China (9.56m in 2022 9.02m in 2023 9.54m in 2024). That's the equivalent of the entire population of LA Chicago Houston and San Francisco - combined - born each year in China. This is compared to about XXX million births a year in the US a ratio of XXX. Which means that already for the rest of the 21st"
@RnaudBertrand Avatar @RnaudBertrand on X 2025-07-09 07:08:44 UTC 338.9K followers, 134.5K engagements

"The best description of Palantir that I've ever read is "the Salesforce for killing people""
@RnaudBertrand Avatar @RnaudBertrand on X 2025-07-07 07:49:53 UTC 338.9K followers, 109.9K engagements

"On top of Brazil which now says it's ready to literally cut ALL trade with the U.S"
@RnaudBertrand Avatar @RnaudBertrand on X 2025-07-11 15:49:34 UTC 338.8K followers, 29K engagements

"To illustrate just how nonsensically these tariffs were calculated take the example of Lesotho one of the poorest countries in Africa with just $XXX billion in annual GDP which is being struck with a XX% tariff rate under the Trump plan the highest rate among all countries on the list. Why Does Lesotho apply extortionate tariffs on U.S. products and the U.S. is merely being "reciprocal" here Not at all despite what Trump is saying it's NOT the way these tariffs are defined. As a matter of fact Lesotho as a member of the Southern African Customs Union (SACU) applies the common external tariff"
@RnaudBertrand Avatar @RnaudBertrand on X 2025-04-03 02:16:42 UTC 338.9K followers, 1.8M engagements

"Making America great again by cutting trade with the largest country in your continent and making them "look to other partners to replace" trading with you. Almost unbelievable own goal. This is by the way the only possible response by Brazil: if there is one thing we've learned about Trump is that appeasement and submission is only seen as a sign of weakness and as a validation of his hostility"
@RnaudBertrand Avatar @RnaudBertrand on X 2025-07-11 03:44:04 UTC 338.8K followers, 113.9K engagements

"This is beyond shameful and a terrifying sign. Albanese is as close to a political saint as we're likely to see and watching her be persecuted for her very virtues reveals just how morally collapsed the West has become. She literally personifies the highest ideals of public service: profound integrity intelligence graceful eloquence and an almost sacred commitment to the voiceless and defenseless. The fact that we're in an era where we persecute figures like her who advocate for murdered children and civilians in order to protect (and keep arming) their killers proves we've abandoned any"
@RnaudBertrand Avatar @RnaudBertrand on X 2025-07-10 07:29:37 UTC 338.8K followers, 426.2K engagements

"The pace of realignment is dizzying. Japan's PM urges his country to de-risk itself from the US in most sectors: "Ishiba said on Thursday his country needed to wean itself from U.S. dependence in such key areas as security food and energy""
@RnaudBertrand Avatar @RnaudBertrand on X 2025-07-11 15:48:32 UTC 338.8K followers, 143.1K engagements

"Thinking about it ironically maybe the biggest victims of the Trump tariffs may end up being American companies. Take Apple for instance. These guys have spent decades building incredibly complex global supply chains that span dozens of countries. They can't just flip a switch and move everything back to America. Their supply network represents tens of billions in investment thousands of supplier relationships and logistics systems perfected over decades. Dismantling this overnight is impossible and building a comparable domestic alternative - which is the stated goal of the Trump tariffs -"
@RnaudBertrand Avatar @RnaudBertrand on X 2025-04-03 16:06:42 UTC 338.8K followers, 205.6K engagements

"I double checked and @amasad is correct: the WaPo article that @shaunmmaguire refers to - and cropped the date of () - is more than one month old is about a completely unrelated massacre in Gaza. So we effectively have a guy who is a partner at @sequoia one of the most prestigious VCs in the US who is openly and shamelessly lying in order to justify the mass murder of civilians collecting aid and who slanders a startup CEO in the process"
@RnaudBertrand Avatar @RnaudBertrand on X 2025-07-06 03:29:50 UTC 338.9K followers, 365.8K engagements

"Many frame Trumps America First policies as tough-guy protectionism but theres another read on it: what if they actually constituted behind the blustering rhetoric and some of his bellicose actions a full-on strategic retreat on all fronts In essence what if Trump make America great again was really a PR spin for the most comprehensive strategic withdrawal in American history In my latest article I take a systematic look at the X key fronts (military economic diplomacy and technology) where great powers compete and show how what looks like chaotic policy-making actually follows a pattern of"
@RnaudBertrand Avatar @RnaudBertrand on X 2025-07-08 09:59:45 UTC 338.8K followers, 123.7K engagements

"The funniest part of this is that Wan Hai is a Taiwanese shipping company which goes to show they're starting to understand that acknowledging that Taiwan is part of China does come with its advantages 😏"
@RnaudBertrand Avatar @RnaudBertrand on X 2025-06-23 04:34:16 UTC 338.8K followers, 77.3K engagements

"What a complete joke and a major sign of disrespect for Malaysia. Trump literally appointed an "alpha male" influencer with zero experience in foreign policy and only a Bachelor of Media as his ambassador to Malaysia. His political life has consisted in creating the Foundation for Liberty and American Greatness (FLAG) that promotes American exceptionalism in schools which I am sure will really resonate among Malays 🙃"
@RnaudBertrand Avatar @RnaudBertrand on X 2025-07-11 10:37:21 UTC 338.8K followers, 56.7K engagements

"@broniiiiiiichan @SeverinMeister No XXX isn't that bad especially if it's a maximum. In the past Beijing used to reach 1000. XXX is in the "unhealthy" category and there are X categories above: "Very unhealthy" (above 201) and "Hazardous" (above 300)"
@RnaudBertrand Avatar @RnaudBertrand on X 2025-07-13 09:46:32 UTC 338.9K followers, XXX engagements

"Rubio: "Asia is where two-third of the world's economic growth is going to happen over the next XX or XX years" Someone doesn't believe in the American manufacturing revival narrative. 😏"
@RnaudBertrand Avatar @RnaudBertrand on X 2025-07-11 05:08:14 UTC 338.8K followers, 53.9K engagements

"Link to my article entitled "France's Parliament Calls Europe to Break with America and Partner with China":"
@RnaudBertrand Avatar @RnaudBertrand on X 2025-07-11 09:13:43 UTC 338.8K followers, 53.9K engagements

"Just watched this Chinese movie called "successor" in the plane and I have to say one of the funniest movies I've seen in a long time. It's the story of billionaire parents who grew up poor (like most people of their generation in China) and don't want their second child to become spoiled so they decide to set up a "Truman show"-like environnement where he is raised in the same poor conditions they themselves grew up in. Some scenes are truly hilarious like when the boy unexpectedly finds himself in his parents' real mansion forcing them to quickly swap outfits with their staff so the"
@RnaudBertrand Avatar @RnaudBertrand on X 2025-07-15 08:17:37 UTC 338.8K followers, 278.4K engagements

"The story around China issuing USD-denominated sovereign bonds in Saudi Arabia is generating an enormous amount of buzz in China and could potentially be immensely important. I strongly suspect it's a message to the upcoming Trump administration. Let me explain what seems to be going on. On the face of it it's not a major story: China issued $X billion in USD-denominated sovereign bonds in Saudi Arabia which means that investors lent USD to the Chinese government that they promised to pay back. That's what a bond is. So far relatively boring. The first somewhat interesting aspect of it is"
@RnaudBertrand Avatar @RnaudBertrand on X 2024-11-21 03:59:22 UTC 338.8K followers, 1.7M engagements

"@ethicalzac I'd argue that Trump is at least reasonable enough to realize he needs to retreat (although he does it in a chaotic and stunningly incompetent fashion) and that Europe is pretty powerless geopolitically at this stage and therefore largely inconsequential"
@RnaudBertrand Avatar @RnaudBertrand on X 2025-07-13 04:57:27 UTC 338.8K followers, 1177 engagements

"This would be huge: Brazil and China are studying the construction of a 4500km long South America transcontinental railway that would run from northern Brazilian state of Bahia cross the Andes and reach the Chancay megaport near Lima built with BRI funding. If built it could shorten shipping times from Brazil to Asia by as much as XX days compared with current Atlantic routes that pass through the Panama Canal. Extremely telling of both countries' contrasting approach to the region Mauricio Claver-Carone Trump's special adviser on Latin American affairs had called a few months ago for tariffs"
@RnaudBertrand Avatar @RnaudBertrand on X 2025-07-09 03:05:52 UTC 338.8K followers, 241.5K engagements

"There's no overstating how extraordinary this is. The West has now lost political support from the whole of Asia even Japan and South Korea"
@RnaudBertrand Avatar @RnaudBertrand on X 2025-06-23 12:33:45 UTC 338.8K followers, 1.8M engagements

"This is a nice feel-good story. A Japanese student decided to do a "social experiment" in China where he would hitchhike from Nanjing all the way to Urumqi the capital of Xinjiang more than 3000 kilometers away. The social experiment was: he would ask passing drivers if they were willing to give him a ride. If they said yes he would then tell them he was Japanese - and observe whether they would still agree to take him. The result: among XX drivers only X refused him after learning he was Japanese. That is to say XXXX% of drivers still chose kindness and offered him a ride. Link to the"
@RnaudBertrand Avatar @RnaudBertrand on X 2025-07-11 11:06:41 UTC 338.8K followers, 237.3K engagements

"If confirmed this is one of the most significant developments in space technology in a long time and could fundamentally change satellite economics. Satellite refueling in geostationary orbit has been a holy grail for decades but it's an extraordinarily complex technical challenge. NASA tried during X years with its OSAM-1 program but ultimately threw in the towel. The reason why it could change satellite economics is simply because it could dramatically extend satellite lifespans which is quite impactful when replacing a geostationary satellite can cost hundreds of millions of dollars. The"
@RnaudBertrand Avatar @RnaudBertrand on X 2025-07-13 15:24:27 UTC 338.8K followers, 78.4K engagements

"To be expected the U.S. is now issued open threats against this "Hague group" of countries seeking to put in place concreate measures against Israel. A U.S. State Department spokesperson said that they strongly opposes efforts by so-called multilateral blocs to weaponize international law as a tool to advance radical anti-Western agendas. The Hague Group seeks to undermine the sovereignty of democratic nations by isolating and attempting to delegitimize Israel transparently laying the groundwork for targeting the United States our military and our allies. Adding that the U.S. government will"
@RnaudBertrand Avatar @RnaudBertrand on X 2025-07-15 10:53:42 UTC 338.8K followers, 118.5K engagements

"@degenerateux This is just ridiculous. For one China doesn't do military alliances and the cardinal principle of its foreign policy is non-interference in other countries' internal affairs. So literally the polar opposite of the US which is all about interference and wars"
@RnaudBertrand Avatar @RnaudBertrand on X 2025-07-11 09:56:15 UTC 338.9K followers, 11.4K engagements

"That's probably one of least known yet coolest facts about China: in almost all large cities (that I've seen) people swim or fish in the rivers. This is Liangma river in Beijing 👇"
@RnaudBertrand Avatar @RnaudBertrand on X 2025-07-13 06:28:43 UTC 338.8K followers, 102.1K engagements

"This is actually a clear violation of China's export controls on drone usage: the IDF is weaponizing Chinese civilian drones (EVO drones made by Autel Robotics meant for aerial photography) by attaching hand grenades to them and dropping them on Palestinians. China's drone export controls which were revised in July last year "prohibit exporters from selling abroad if they become aware that these drones will be used for. military purposes." This XXX investigation 👇 proves that the EVO drones made by Autel Robotics are in fact being used for military purposes so logically China should try to"
@RnaudBertrand Avatar @RnaudBertrand on X 2025-07-11 04:16:47 UTC 338.8K followers, 141.7K engagements

"@PaulArbair Opinion pieces are the way a newspaper transmits their actual editorial stance via their choice of opinions to share with the rest supposed to be neutral journalism"
@RnaudBertrand Avatar @RnaudBertrand on X 2025-07-15 11:02:10 UTC 338.8K followers, 1509 engagements

"Ha yes the extraordinarily complex science of early-stage investing where you need to a) look at startup pitches b) decide if you give them money. How could the Chinese have possibly cracked that code without American help 🤦 After IP theft this "we taught the Chinese everything" is the new coping mechanism to reconcile China's rise and American exceptionalism - "we didn't lose we were just super generous and gave it all away." Because we all know that American capitalists are famously all about selflessness and altruism"
@RnaudBertrand Avatar @RnaudBertrand on X 2025-07-16 09:25:28 UTC 338.8K followers, 81.2K engagements

"I had an AI research this and there has never been a single documented case of a foreigner detained at the border in China for negative content about China. In fact I broadened the search and contrary to popular belief I couldn't find a single documented case of a foreign tourist or student ever being detained in China over their speech or over content they posted or possessed. By contrast I've seen dozens of cases such as this one 👇 in the U.S. in the past few weeks alone. You draw your own conclusions"
@RnaudBertrand Avatar @RnaudBertrand on X 2025-06-25 03:51:45 UTC 338.9K followers, 130.4K engagements

"Wow game changer. Given that they seem to announce a new "alternative to the BRI" at just about all international summits 😅 So far we've had B3W ("Build Back Better World") the PGII (Partnership for Global Infrastructure and Investment) the AAGC ("Asia-Africa Growth Corridor") the Blue Dot Network the Global Gateway initiative etc. Has any of those gained any momentum 🤔"
@RnaudBertrand Avatar @RnaudBertrand on X 2023-09-10 02:14:25 UTC 338.8K followers, 82.6K engagements

"I've given this more thought and I'm now fully convinced: this is by far one of the most consequential geopolitical developments of the 21st century. I mean think about it. As the saying goes the economy is energy-transformed so it's easy to understand that the situation in which we are right now with China going all-in on renewable energy while America bets on "Drill Baby Drill" isn't just about energy - it sets both superpowers on very divergent paths that will fundamentally reshape everything. Just take AI for instance. As OpenAI's Sam Altman recently told Congress Eventually the cost of"
@RnaudBertrand Avatar @RnaudBertrand on X 2025-07-04 16:13:44 UTC 338.9K followers, 169.3K engagements

"My article entitled "Is America's energy strategy the greatest strategic blunder of the 21st century":"
@RnaudBertrand Avatar @RnaudBertrand on X 2025-07-11 02:25:10 UTC 338.8K followers, 11.9K engagements

"Top Silicon Valley figures are starting to understand as I argued in my latest article that "energy is truly the master key to technological supremacy" and that China's unprecedented clean energy push (adding the equivalent of X nuclear plants A DAY) will give them an extraordinary competitive advantage in almost all technology sectors that matter"
@RnaudBertrand Avatar @RnaudBertrand on X 2025-07-11 02:23:18 UTC 338.8K followers, 64K engagements

"That's a key point by Luke 👇 It's an implicit admission by Trump that they have lost the Western hemisphere: if you treat the largest other country in your own hemisphere like a hostile adversary by definition it implies that you believe that the traditional "Monroe doctrine" US-led hemispheric order has already collapsed"
@RnaudBertrand Avatar @RnaudBertrand on X 2025-07-10 06:23:28 UTC 338.8K followers, 60.6K engagements

"This letter is batshit crazy no other way to describe it. For one imposing XX% tariffs on Brazil so that they drop charges against former president Bolsonaro is pure foreign interference. Even if you do support Bolsonaro you don't want to establish a precedent where the US can dictate the Brazilian judicial process. Also longer-term this can only encourage Brazil to de-risk itself as much as possible from the US and minimize trade with them so that such hostile actions have less impact. Which means reinforcing BRICS and all initiatives aimed at establishing an alternative order in which the"
@RnaudBertrand Avatar @RnaudBertrand on X 2025-07-10 01:48:46 UTC 338.8K followers, 444.7K engagements

"This is yet another move that doesn't make any sense whatsoever from an economic or strategic perspective. As per the FT article the EDA firms that will now be banned from selling to China - Synopsys Cadence Design Systems and Siemens EDA - have an XX% market share there and their revenue in the Chinese market account for between XX% and XX% of their global sales. At the same time there are some domestic Chinese companies in this sector like Huada Empyrean Software (HES). This is essentially saying "let's take the XX% market share our companies have in this sector and hand it over to Chinese"
@RnaudBertrand Avatar @RnaudBertrand on X 2025-05-29 01:35:40 UTC 338.9K followers, 62.4K engagements

"@BullEddie80989 The Cultural Revolution wasn't about "starvation and death" but about sending city elites to work in the countryside"
@RnaudBertrand Avatar @RnaudBertrand on X 2025-07-15 16:23:33 UTC 338.8K followers, 1887 engagements

"If even Japan categorically refuses to do any trade deal with the US that's detrimental to their relationship with China Bessent's "grand encirclement" plan to isolate China is completely dead in the water"
@RnaudBertrand Avatar @RnaudBertrand on X 2025-04-24 14:48:02 UTC 338.9K followers, 97.1K engagements

"@Anc_Aesthetics Let's see if these tariffs will end up being the success you seem to posit; I highly suspect you'll want to delete the tweets where you defend them in a few months"
@RnaudBertrand Avatar @RnaudBertrand on X 2025-04-18 09:07:20 UTC 338.9K followers, 222.2K engagements

"I have to say there's something immensely ironic about the Dalai Lama arguing his reincarnation should be determined by a tax-exempt Swiss foundation incorporated in Zurich while Beijing insists on maintaining the traditional centuries-old Golden Urn selection process. And the even bigger irony is that everyone will doubtlessly denounce China for "destroying Tibetan traditions and culture" for doing so"
@RnaudBertrand Avatar @RnaudBertrand on X 2025-07-03 00:54:45 UTC 338.9K followers, 333K engagements

"That was our boat. We rented it together with X other families (we were a total of X adults and X kids). Relatively affordable: XX million Indonesian rupiah ($3400) for X nights and X days with a crew of X and full board"
@RnaudBertrand Avatar @RnaudBertrand on X 2025-05-01 08:20:15 UTC 338.8K followers, 12.5K engagements

"I just read this 👇 and I have to say probably one of the best and most nuanced articles I've read on China's evolving stance on Palestine and Israel. The concluding quote hits hard from Zhang Chengzhi a Chinese Hui Muslim writer who invented the term Red Guard during the Cultural Revolution in his middle-school years and later devoted his entire life to writing about Palestine and the Islamic World for Chinese audiences (he is probably the most influential Muslim writer in China). In a 2009 article in which he commemorated a group of Japanese Maoists who participated in armed struggles in"
@RnaudBertrand Avatar @RnaudBertrand on X 2025-07-08 16:06:28 UTC 338.9K followers, 68.7K engagements

"This is the U.S. starting to recognize it made an absurdly stupid mistake by banning the sale of A.I. chips to China depriving its own companies of their largest market (China used to import more semiconductors than oil) and boosting the rise of major domestic competition in China. And given that their strategy backfired they're pivoting from trying to prevent China from competing in AI to a strategy of acknowledging that they will but they'd rather they do so under a Western tech stack effectively trying to contain the adoption of Chinese chips"
@RnaudBertrand Avatar @RnaudBertrand on X 2025-07-15 11:43:28 UTC 338.8K followers, 74.1K engagements

"Just spent the last X days on a sailboat exploring the Flores and Komodo islands in Indonesia and I have to say undoubtedly one of the most beautiful places in the world"
@RnaudBertrand Avatar @RnaudBertrand on X 2025-05-01 08:15:28 UTC 338.9K followers, 147.9K engagements

"This is easily the best graphs I've seen of who actually walks the talk in clean energy. China is by far the biggest investor in clean energy on the planet with nearly $700bn invested in 2024 3.7x what it invested in fossil fuels. North America on the other hand is by far the biggest investor in fossil fuels (about twice more than the Middle-East) and invest less than half what China does in clean energy"
@RnaudBertrand Avatar @RnaudBertrand on X 2024-06-07 05:21:03 UTC 338.8K followers, 82.4K engagements

"Remember this This was April 9th the day of the announcement of the 90-day pause for "liberation day" tariffs and Trump was saying that countries were "dying to make a deal" and would do anything for it "kissing his ass" to make deals. Basically the narrative was that countries were so desperate to avoid the tariffs that deals would be easy. We're now July 7th the eve - literally - of the 90-day deadline. So where are we 1) Not a single actual trade "deal" was achieved. The US has reached X "framework" agreements with respectively China the UK and Vietnam but even with those the US wasn't"
@RnaudBertrand Avatar @RnaudBertrand on X 2025-07-07 04:41:07 UTC 338.8K followers, 124.3K engagements

"But according to Donald Trump Jr. "American products in China are virtually nonexistent because they made it impossible" 😏"
@RnaudBertrand Avatar @RnaudBertrand on X 2025-06-11 10:58:31 UTC 338.9K followers, 50.5K engagements

"This is so illustrative of the fundamentally self-destructive nature of Trump's tariffs: copper a base material critical to thousands of manufacturing & infrastructure applications now costs XX% more in the U.S. than it does in the rest of the world. How on earth do you want to revive manufacturing if the basic building blocks of industry cost way more for American companies than for anyone else on the planet On the contrary this makes U.S. producers uncompetitive before they even start production"
@RnaudBertrand Avatar @RnaudBertrand on X 2025-07-09 03:44:33 UTC 338.9K followers, 55.1K engagements

"Yup we're at the stage where Canada's leading newspaper is calling for the country to "free ourselves of the U.S. and forge closer ties with China" and to "break free from the made-in-Washington narrative that China is an unreliable trading partner.""
@RnaudBertrand Avatar @RnaudBertrand on X 2025-07-15 07:32:55 UTC 338.8K followers, 84.1K engagements

"What were the Germans thinking putting that woman as their top "diplomat" Germany despite its past as Japan's ally during WW2 had managed to regain a lot of sympathy in China which clearly proved immensely beneficial for them as a country. Now she does her very best to destroy this purely for ideological reasons Germany gains absolutely nothing doing that zero zilch America at least has some logic to go against China they're afraid of losing their hegemony the dollar etc. But Germany 🤷♂ It's all so pointless and stupid but I guess history has shown that when Germany turns ideological it's"
@RnaudBertrand Avatar @RnaudBertrand on X 2023-09-15 16:23:15 UTC 338.8K followers, 484.7K engagements

"Noam Chomsky defined it best: "The China threat is basically its existence as a country that can't be intimidated unlike others. Lets go back to the mafia. The Godfather does not accept centers of power that dont follow the rules so Chinas a threat. Its not a military threat. The military threat is against China. China is ringed with US bases with nuclear armed missiles right offshore aimed at China. Its China thats under threat not the United States." (Src: and"
@RnaudBertrand Avatar @RnaudBertrand on X 2025-07-10 14:48:48 UTC 338.8K followers, 232.6K engagements

"That's pretty insane: Grok X decides what it thinks about Israel/Palestine by searching for Elon's thoughts on the topic"
@RnaudBertrand Avatar @RnaudBertrand on X 2025-07-11 01:44:02 UTC 338.8K followers, 60K engagements

"Looks like another instance of persecution of an iconic Chinese company might be developing in the US with Homeland Security raiding Fuyao Glass America: Fuyao Glass America is especially famous because it was the company featured in Barack Obama's Netflix documentary "American factory". As such it'd be immensely symbolic if they were to become - after Huawei TikTok DJI etc. - yet another victim of the US's crusade against anything related to China"
@RnaudBertrand Avatar @RnaudBertrand on X 2024-07-27 08:23:01 UTC 338.8K followers, 57.9K engagements

"Your regular reminder that looking at nominal GDP for international comparisons is completely non-sensical because it artificially inflates the GDP of countries with a overvalued currency and vice-versa. The fact that a Mc Donald's Big Mac costs the equivalent $XXXX in Switzerland vs $XXXX in Indonesia shows this: according to the nominal GDP calculation producing a single big mac with identical productive inputs (same labor time + same ingredients) producing an identical output (a Big Mac) produces almost X times more economic activity in Switzerland than it does in Indonesia. Which makes"
@RnaudBertrand Avatar @RnaudBertrand on X 2025-06-29 05:15:35 UTC 338.9K followers, 246.4K engagements

"What makes me hopeful is that Dominique de Villepin Chiracs former Prime Minister who famously said no to the USs war on Iraq at the UN seems to be in the race for Frances next presidential election and is really popular in France right now. With a guy like him the odds are actually quite significant. With Macron or folks from his party no chance"
@RnaudBertrand Avatar @RnaudBertrand on X 2025-07-11 09:27:53 UTC 338.8K followers, 37.6K engagements

"Wow looks like Xi was extremely straightforward during his meeting with Biden probably the most he's ever officially been in a meeting with a US president. According to the Chinese readout here's what he told Biden were the X "lessons of the past X years that need to be remembered": 1) "There must be correct strategic understanding. The 'Thucydides Trap' is not historical destiny a 'new Cold War' cannot and should not be fought containment of China is unwise undesirable and will not succeed." 2) "Words must be trustworthy and actions must be fruitful. A person cannot stand without"
@RnaudBertrand Avatar @RnaudBertrand on X 2024-11-17 05:27:50 UTC 338.8K followers, 717.8K engagements

"This is such a meaningless number. Keyboards have written XXX% of Google's code for over X decades. The real question is whether AI writes the code autonomously without human engineers going through multiple iterations to correct it. And when you look at it this way AI most likely "writes" X% of the code. I code pretty much everyday with AI myself. A conservative estimate is that about XX% of the code they output has critical errors in it that makes it absolutely unusable in a production environment. I still use the AIs because Im experienced enough to easily spot the mistakes and correct"
@RnaudBertrand Avatar @RnaudBertrand on X 2025-07-11 16:08:05 UTC 338.8K followers, 67.8K engagements

"A Belgian member of the EU Parliament from Renew Europe Macron's group proposes an international coalition of Europe China Latin America and Canada to coordinate efforts against Trump's tariffs because "he must understand he doesn't rule the world." Unlikely this will materialize but this is another sign that the political wind and political discourse is shifting in Europe. Mainstream European politicians are proposing political partnerships with China to have leverage against the US at an increasing frequency something that would have been absolutely unthinkable just 2-3 years ago"
@RnaudBertrand Avatar @RnaudBertrand on X 2025-07-13 02:26:04 UTC 338.8K followers, 48K engagements

"We're definitely witnessing quite the tone shift from Australia with regards to China if one looks at PM Albanese's tweets over the past few days. He says that "free and open trade is good for both Australia and China" an obvious coded criticism of American policies around trade: quite ironically being "free and open" is now siding with Beijing over Washington. He emphasizes several times the importance of stability in the relationship with China again probably a reference to Trump's characteristic instability and also likely a jab at his predecessor's confrontational approach to China."
@RnaudBertrand Avatar @RnaudBertrand on X 2025-07-16 19:32:31 UTC 338.8K followers, 79.7K engagements

"Wow XX countries - including China () - are meeting in Bogota this coming week to declare concrete measures against Israels violations of international law. The states due to take part in the summit include Algeria Bangladesh Bolivia Brazil Chile China Colombia Cuba Djibouti Honduras Indonesia Ireland Lebanon Malaysia Namibia Nicaragua Oman Portugal Spain Qatar Senegal South Africa Turkey Saint Vincent and the Grenadines Uruguay and Palestine. Src:"
@RnaudBertrand Avatar @RnaudBertrand on X 2025-07-13 21:55:46 UTC 338.8K followers, 788.6K engagements

"@SeverinMeister You've retained an outdated image of Beijing that hasn't been the case for years. In fact I just checked and the AQI right now is 47"
@RnaudBertrand Avatar @RnaudBertrand on X 2025-07-13 06:35:42 UTC 338.8K followers, 2249 engagements

"Crazy to me that over X years into the Ukraine war the EU still lives in the same mental Lalaland where they seek to convince China to side with them to defeat Russia. And get surprised when they're told that no China won't commit geopolitical suicide on their behalf. Funnily according to the article Wang Yi is said to have given Kaja Kallas - the extremely russophobic former Estonian PM who's now the EU's foreign affairs chief - several "history lessons and lectures". The conversation must have gone something like this: "Kaja do you think we were born yesterday Why the hell would we turn"
@RnaudBertrand Avatar @RnaudBertrand on X 2025-07-04 06:12:21 UTC 338.8K followers, 308.7K engagements

"Most people interpret this as the US preparing for war but I think that on the contrary this is but the latest sign of strategic retreat - the US trying to outsource the costs and risks of a competition it knows it has already lost. Think about it: what the US is doing here is asking its "allies" to write blank checks that it itself refuses to sign (Trump is adamant it won't commit to anything wrt Taiwan). Ultimately this leads to a situation whereby "allies" will eventually ask themselves "wait a minute the whole point of our alliance with the U.S. was THEM defending US but now we're"
@RnaudBertrand Avatar @RnaudBertrand on X 2025-07-13 04:05:26 UTC 338.8K followers, 108.5K engagements

"If confirmed this is one of the most significant developments in space technology in a long time and could fundamentally change satellite economics. Satellite refueling in geostationary orbit has been a holy grail for years but it's an extraordinarily complex technical challenge. NASA tried during X years with its OSAM-1 program but ultimately threw in the towel. The reason why it could change satellite economics is simply because it could dramatically extend satellite lifespans which is quite impactful when replacing a geostationary satellite costs hundreds of millions of dollars. The"
@RnaudBertrand Avatar @RnaudBertrand on X 2025-07-13 15:16:01 UTC 338.8K followers, 7066 engagements

"@abcnews It'll prove to be the greatest strategic blunder of the 21st century here's why 👇"
@RnaudBertrand Avatar @RnaudBertrand on X 2025-07-14 01:19:53 UTC 338.9K followers, 5164 engagements

"This movie says a lot about Chinas current anxieties: how does a society that has conquered poverty in just one generation ensure that prosperity doesn't destroy the very qualities - hunger resilience determination - that made that prosperity possible in the first place It also says a lot about China's recent history: in some way Mao's cultural revolution was this movie's plot on a civilizational scale - Mao scared that China's revolutionary fervor would be corrupted by comfort and bureaucratic privilege orchestrated a massive national experiment in manufactured hardship to maintain what he"
@RnaudBertrand Avatar @RnaudBertrand on X 2025-07-15 15:30:11 UTC 338.8K followers, 109.7K engagements

"5.2% GDP growth is pretty impressive given that exports to the US dropped by XX% that quarter compared to the year before due to the tariffs. Shows once again that China really doesn't rely on exports to the US for its economy"
@RnaudBertrand Avatar @RnaudBertrand on X 2025-07-15 21:07:09 UTC 338.8K followers, 233.2K engagements

"This absolutely stunning chart comparison by the NYT might prove to be the most important geopolitical visualization of the 21st century. The two major superpowers are each cornering a competing energy platform. China bets everything on clean energy the US on fossil fuels. It's incredibly rare probably even unprecedented in history to see X superpowers making completely opposite trillion-dollar bets on the underlying technology that literally powers the world. Let's see how it plays out. One interesting related statistic: XX% of the Global South's new energy investments go to clean tech so"
@RnaudBertrand Avatar @RnaudBertrand on X 2025-07-02 07:25:37 UTC 338.9K followers, 514.3K engagements

"Edouard Husson is XXX% right in his beautiful text Translation: "It is very easy to celebrate the heroes and resistance fighters of yesterday or the day before especially when they are officially honored. On the other hand recognizing and defending a resistance fighter today That means going against the dominant opinion. Fewer people are rushing to the gate. In XX or XX years Francesca Albanese will be in the Pantheon of a West eager to redeem itself morally after supporting the Gaza genocide. And many will shed very conformist tears over her courageespecially if unfortunately she were to be"
@RnaudBertrand Avatar @RnaudBertrand on X 2025-07-10 10:54:06 UTC 338.8K followers, 42.5K engagements

"I just read this WSJ article on why Europe's tech scene is so much smaller than the US's and China's. I'm afraid that like most articles on this topic it largely misses the mark. Which in itself illustrates a key reason why Europe is lagging behind: when you fail to understand the root causes of an issue you have zero chance to solve it. What makes me competent to speak on this topic Back in the late 2000s and early 2010s I founded and led HouseTrip which at the time was one of Europe's top startups. We were the first historical startup in which all top X VC investors in Europe invested. So I"
@RnaudBertrand Avatar @RnaudBertrand on X 2025-05-21 03:21:37 UTC 338.9K followers, 818.7K engagements

"Trump blinked first. Below the full list of the items that are now exempt from tariffs XX categories of products in total organized by HS code (sourced from here: - 8471: Automatic data processing machines and units thereof (e.g. computers such as laptops desktops and servers) - 8473.30: Parts and accessories for automatic data processing machines and their units (e.g. computer components and peripheral parts) - 8486: Machines and apparatus for the manufacture of semiconductor devices or electronic integrated circuits - 8517.13.00 Smartphones and other telecommunication apparatus for cellular"
@RnaudBertrand Avatar @RnaudBertrand on X 2025-04-12 14:47:53 UTC 338.8K followers, 326.9K engagements

"This is undoubtedly one of the most thoughtful analyses of the Iran-Israel war that I've heard to date. This is Jacques Sapir (@russeurope) easily one of the most interesting economists and geopolitical analysts in France. He's director of studies at cole des Hautes tudes en Sciences Sociales (EHESS) in Paris as well as a member of the very prestigious Russian Academy of Sciences. Sapir's analysis is long and detailed so I've written an article laying it out in full but in short his argument is that Israels pursuit of tactical military victories has led to a strategic defeat of the"
@RnaudBertrand Avatar @RnaudBertrand on X 2025-07-01 06:05:22 UTC 338.8K followers, 172K engagements

"Another recent example is of course this report by France's parliament that recommends Europe break free from subordination to the US and instead achieve strategic autonomy by partnering with China"
@RnaudBertrand Avatar @RnaudBertrand on X 2025-07-13 02:27:48 UTC 338.8K followers, 22.9K engagements

"I love how Trump ends his threatening letter to South Korea with an Orwellian "you will never be disappointed with the United States of America" when this very letter is the US unilaterally breaking the 2007 KORUS free trade agreement that they have with South Korea. Which means incidentally that contrary to what the letter states South Korea charges X% tariffs on US goods already"
@RnaudBertrand Avatar @RnaudBertrand on X 2025-07-08 02:56:42 UTC 338.9K followers, 78.8K engagements

"This might be the most remarkable geopolitical document I've seen come out of a major European institution so far this century. Frances Parliament has just produced an extraordinary 153-page report that calls for nothing less than a complete strategic realignment of Europe. The document systematically dismantles the EU's current geopolitical positioning - "vassalized" to the U.S. in the report's words - as a catastrophic failure that has led to the EU seeing "its influence diminish and its interests poorly protected." The report details XX recommendations from the "creation of a common world"
@RnaudBertrand Avatar @RnaudBertrand on X 2025-07-11 09:13:09 UTC 338.8K followers, 623.9K engagements

"@BvGroat It's a pretty universal truth about rich kids"
@RnaudBertrand Avatar @RnaudBertrand on X 2025-07-15 10:42:16 UTC 338.8K followers, 6089 engagements

"@kwingerei I just checked and Chinese engineers built 43000 railway and highway tunnels in China vs about 1200 tunnels in each Switzerland and Norway. So I think they got this 😅"
@RnaudBertrand Avatar @RnaudBertrand on X 2025-07-09 05:53:46 UTC 338.8K followers, 5350 engagements

"You couldn't make it up. France's Foreign Minister says that the "new deadly attack by Russia against Ukraine" had "a single goal: to massively kill civilians." He calls it "limitless barbarity." The truth: the attack caused X death One death too many sure but this sort of hyperbole is just completely irresponsible coming from a senior government official all the more when the same guy systematically ignores or downplays the actually massive murder of civilians in Gaza day in day out"
@RnaudBertrand Avatar @RnaudBertrand on X 2025-07-05 02:13:22 UTC 338.9K followers, 189.7K engagements

"Beyond all the rhetoric the facts are pretty telling: this week the Australian Prime Minister will meet Xi Jinping for the 3rd time (the other two times were November 2023 and November 2024) and he hasn't met Trump once yet. Another sign of the underlying reality that I wrote about in my article "Has America in fact already withdrawn from Asia" (link in next tweet): when you look at facts beyond the "pivot to Asia" rhetoric the US-China contest in the region is already over"
@RnaudBertrand Avatar @RnaudBertrand on X 2025-07-07 06:20:36 UTC 338.9K followers, 67.7K engagements

"@fairer4scoring @thinking_panda Someone is obviously unfamiliar with the North China phenotype 😅"
@RnaudBertrand Avatar @RnaudBertrand on X 2025-07-13 10:07:10 UTC 338.9K followers, XXX engagements

"@DeonOpperman1 No. He is unhappy about the fact I'm quite happy about it but at the end of the day we're speaking about the same fact: US withdrawal from Asia"
@RnaudBertrand Avatar @RnaudBertrand on X 2025-07-13 10:42:41 UTC 338.8K followers, XXX engagements

"Or even the French Parliament which says in a new report that Europe needs to break free from its subordination to the US and instead achieve strategic autonomy by partnering with China"
@RnaudBertrand Avatar @RnaudBertrand on X 2025-07-11 15:50:56 UTC 338.8K followers, 24.2K engagements

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